Customer Discovery

Question 1

Stakeholders

Answer 1

individuals who make decisions and who have an important role in determining the requirements for a project.

Question 2

Change management

Answer 2

method for pushing out changes to the business.

Question 3

Release notes

Answer 3

THE official, authoritative source containing all the details about what’s in the release for nearly all Salesforce products.

Question 4

Salesforce Customer 360

Answer 4

an integrated CRM platform that unites marketing, sales, commerce, service, and IT teams with a single shared customer view.

Question 5

Salesforce Optimizer App

Answer 5

tool that takes a snapshot of a Salesforce org and looks for potential problems in the implementation. It will establish current state AND identify room for improvement.

Question 6

Lighting Usage App

Answer 6

helps with understanding if users tend to switch back to classic.
Security Health Check: helps ID the group, the setting, and you can click to make changes. Ranks things by priority (ie. Critical, warning)

Question 7

Review Org Health

Answer 7

A session (exclusive to premier and signature success plan customers) where you’ll learn how to check your system’s overall health and get recommendations on how to improve it.

Question 8

Personas

Answer 8

fictionalized characters in which primarily demographic characteristics are represented.

Question 9

Storyboarding

Answer 9

A storyboard is a visual representation of your demo story. The goal of storyboarding is to transform your story idea into a screen-by-screen, click-by-click presentation. You don’t use it as an end design for your customer. Instead, you and your teams use it as a template to begin creating your demo.

Question 10

Setup Audit Trail

Answer 10

can use it to get data and filter for a particular user.

Question 11

Center of Excellence

Answer 11

helps you with governance. A COE is a best practice to set up for your company. Benefits include: prioritize across teams, streamline processes, plan for growth, reduce risk.

Question 12

Configuration audit

Answer 12

not required, but are prescriptive. You can look at permission sets and sharing settings in the org. You can also look at Apex triggers to see how much Apex code you’re using versus your allowed amount.

Question 13

RACI chart

Answer 13

responsible, accountable, consulted, and informed. It’s a matrix that delineates who is responsible for what in the context of the business analysis effort.

Question 14

Glossary of terms

Answer 14

list of key terms and definitions that boosts understanding across teams involved in the project.

Question 15

Stakeholder analysis

Answer 15

1) Who you should talk with to understand the business problem, 2) Who can help flesh out the requirements, 3) The individuals who can give you a range of perspectives

Question 16

Enterprise analysis

Answer 16

learn and understand an organization’s structure, including who reports to whom.

Question 17

Strategy Analysis

Answer 17

identify the need of strategic or tactical importance

Question 18

Stakeholder Analysis

Answer 18

individuals or groups who make decisions and who have an important role in determining the priorities and requirements.

Question 19

Current state analysis

Answer 19

if the current business process or domain is unclear, the BA analyzes and documents the current state before scoping a project to improve it.

Question 20

Work Stream

Answer 20

A work stream is a way to divide and conquer large projects. Each work stream is a smaller, self-contained project in its own right

Question 21

Product roadmap

Answer 21

a shared source of truth that outlines the vision, direction, priorities, and progress of a product over time.